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Customer experience | Sales, Customer Insights,...
Suggested Answer

Add Record URL to Email Template 2022

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Posted on by 10

Hi, 

I am trying to add a Record URL link to an email template, but there is no option for it in the new UI. Normally, I would be able to add the URL using the Form AssistantPlease see the photo below. 

(I was able to do this from within the workflow editor)

pastedimage1671059026162v1.png

However, when I try to create a new template, I am taken to this new page (photo posted below). The Record URL is no longer an option.

pastedimage1671059765300v2.png

Can someone help me find the option to add the record ID? 

It is also not an option when I select the Insert Dynamic Text option. 

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Create a field for the URL and using Real-Time workflow populate that field using that Dynamic Record Url and then use that field in your template.

  • abRoval Profile Picture
    10 on at

    Thanks for the suggestion! I'll try that out. They should definitely bring back that original option though! 

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

  • Suggested answer
    Yoshika Suzuki Profile Picture
    on at

    There is a way to use Power Automate.

    www.inogic.com/.../

  • Suggested answer
    Pratices  Profile Picture
    5 on at

    Hi All,

    I have made video on "

    How do I add a record URL to an email template in d365 using power automate."

    https://www.youtube.com/watch?v=jxLt_0cBubo&t=9s

    Thanks,

    Arshad

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